-76.1%
PLTD vs JBHT
+21.4%
-97.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.5% | -3.4% |
| 7D | +13.7% | -1.6% | +15.3% | +13.3% |
| 30D | +18.4% | -2.3% | +20.7% | +17.9% |
| 3M | -7.5% | -18.5% | +11.0% | -11.7% |
| 6M | -31.3% | -11.3% | -20.0% | -32.4% |
| YTD | -15.4% | +12.6% | -28.0% | -9.8% |
| 1Y | -18.4% | +29.8% | -48.2% | -8.9% |
| All | -76.1% | +21.4% | -97.5% | -71.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded JBHT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling